Meet Our Wealth Management Team in Hermitage
JFS Wealth Advisors began as a one-man operation in Hermitage, PA, in 1986. In almost four decades since, we’ve grown to nearly 100 professionals and nine office locations, serving clients in more than 40 states — but our headquarters in the heart of the Shenango Valley remains home. It’s also the home base to most of our advisors & planners, client service team, and leadership.
Our highly credentialed advisory team in Hermitage includes more than a dozen CERTIFIED FINANCIAL PLANNER™ professionals serving the Hermitage and Youngstown-Warren Metro areas’ successful individuals, families, business owners, and institutions. Our professionals include our company retirement plan experts, who specialize in designing, implementing, and administering qualified and nonqualified retirement plans for business and institutional clients, including the growing manufacturing and retail distribution industries in Mercer County.
JFS Wealth Advisors’ size and scale allow us to offer specialized services beyond financial planning and investment management expertise, including Family Wealth Services for sophisticated governance, family office, trustee, and tax compliance solutions. Our Business Growth & Transitions (BGT) advisory team was launched in Hermitage by Managing Director Louis V. Colella, CPA/PFS, CFP®, CEPA™. The innovative service line helps business owners looking to maximize and protect their business value, consider selling or exiting their business, or transition to new ownership.
For over 35 years, we’ve been our clients’ first call as they encounter victories and setbacks, births and deaths, marriages and divorce, career changes and retirement; always dedicated to helping them achieve success, however they defined it. If you’re ready to start the conversation, schedule a no-cost, no-obligation discovery meeting with JFS today by clicking the button below.